Meeting with an estate lawyer often comes at a turning point—after a loved one has passed, when disputes arise, or when you’ve suddenly been handed responsibility for managing an estate. Questions about probate, inheritance, or contested wills don’t wait, and having clear guidance early on can make a difficult time more manageable....
Category: Estate Administration
Handling Retirement Accounts and Life Insurance in Estate Administration
Most estate assets must first undergo a court-supervised process known as probate before heirs can take possession of them. Two exceptions to this rule are for retirement accounts and life insurance policies. While these usually do not have to be probated, there are exceptions.
Administering one’s estate properly requires...
How to Prepare for Estate Administration: A Checklist for Executors
Being named an executor is an important responsibility that reflects the trust and confidence your loved one placed in you. It’s a role that comes with unique challenges but also a chance to ensure their final wishes are respected and their affairs are settled smoothly.
This responsibility can...